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Carl Albert Schopfer

Northwest Capital Management Inc.

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About Carl Albert Schopfer

Carl Albert Schopfer is a financial advisor with over 20 years of experience in the industry. Carl is currently registered with Northwest Capital Management Inc. and CWM, LLC. Carl is a Certified Financial Planner and holds a Series 65 license. Carl specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and institutions.

Firm Information

Carl Schopfer is currently registered with Northwest Capital Management Inc.. Northwest Capital Management Inc. is an investment advisor based in Lake Oswego, Oregon. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, state and municipal governments, and pension plans. They offer a range of advisory services including financial planning, portfolio management, and pension consulting. Their firm has 8 investment advisor representatives and they are registered with the SEC under the number 801-56420.
Northwest Capital Management Inc.

1 CENTERPOINTE DRIVE

LAKE OSWEGO, OR 97035

$6.86B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Schopfer’s Registration & Firm History

OR

01/04/2020 - Present

Northwest Capital Management Inc. (LAKE OSWEGO OR)

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Licenses & Designations

IA

Issued 09/07/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Albert Schopfer.
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